Frederick E. Hohensee
Professional summary
Frederick Earl Hohensee, who also goes by Fred Hohensee, Freddy Hohensee, is a registered financial advisor currently at HOHENSEE FINANCIAL SERVICES, INC. located in Oconomowoc, Wisconsin and ABACUS INVESTMENTS, INC. located in Dousmans, Wisconsin.
Frederick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Frederick has worked at 6 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 14, Series 24 and Series 4 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Frederick Earl Hohensee's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 20, 1995 - Present
HOHENSEE FINANCIAL SERVICES, INC.
Office #1: N58 W39834 Wisconsin Av, Oconomowoc, WI 53066March 3, 1994 - Present
ABACUS INVESTMENTS, INC.
Office #1: S33 W35676 Meadow Trail, Dousmans, WI 53118Office #2: S33 W35676 Meadow Trail, Dousman, WI 53118Office #3: N5860 Hwy 12 Suite 3, Elkhorn, WI 53121December 18, 1990 - March 14, 1994
CABRERA CAPITAL MARKETS, LLC
December 4, 1990 - December 19, 1990
MORGAN STANLEY DW INC.
May 12, 1989 - November 20, 1990
INVESTACORP, INC.
December 17, 1985 - May 23, 1989
MARQUETTE FINANCIAL GROUP, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/17/1995)
(9/15/1994)
(5/31/1996)
(6/18/2014)
(3/17/1994)
(2/20/1995)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
HOHENSEE FINANCIAL SERVICES, INC.
CRD#: 113381 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 25 |
| AUM (Assets Under Management) | $ 17,882,191 |
Red Flags
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Company Information
HOHENSEE FINANCIAL SERVICES, INC.
CRD#: 113381Oconomowoc, WI 53066TRUST BUT VERIFY
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